I created IIF file to upload cheques to Reckon Hosted. It said data was imported but I cannot find

Kim McFarlane
Kim McFarlane Member Posts: 11 Reckoner Reckoner
edited September 2018 in Accounts Hosted
I have followed the steps to import some cheques from another program into Reckon Hosted. Reckon Hosted said that the data was imported but I cannot find it anywhere. Is there a delay in the data being displayed or have I done something wrong and it didn't tell me.

Comments

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 316 Reckon Star Reckon Star
    edited August 2018
    Hi Kim,

    There is no delay. But importing data with IIF is very tricky. If you couldn't find the cheques (under the name/account you set in the IIF file) then more likely they are not imported.

    Thanks,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • Kim McFarlane
    Kim McFarlane Member Posts: 11 Reckoner Reckoner
    edited July 2017
    Thanks.  I only did a test of a few items.  I am transferring over from another program and was hoping to be able to keep the history.
    Is there another way to import the history?
  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 316 Reckon Star Reckon Star
    edited August 2018
    There are always other ways :) 

    1. Look for any off-the-shelf app that can help you to import.
    2. Have someone (like me) to build a small custom tool that can read the output file from another program and import them into Reckon.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • cosmic
    cosmic Reckon Developer Partner Posts: 1,107 Reckon Star Reckon Star
    edited September 2018
    NO, importing history or transactions , not easily possible.
    even if it was , you will have lots of issues and costly exercise

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009